At the Google Cloud Summit on June 12, Foxconn’s Information Officer, Kuo-chin Chang (transliteration), highlighted the company’s deepening collaboration with Google as part of its broader transformation strategy. Through AI-powered solutions, Foxconn is evolving from a manufacturing giant to a tech-driven innovator, aiming to redefine its position in the global supply chain. By leveraging Google’s cloud infrastructure, cybersecurity, and AI-driven data analytics, Foxconn is meeting its growing needs for enhanced global business management efficiency.

As data centers face increasing demands for AI training and inference workloads, high-bandwidth memory (HBM) has become a critical competitive edge for memory manufacturers. Micron announced that its 12-layer stacked 36GB HBM4 samples have been delivered to multiple major customers. Utilizing the 1β DRAM process technology, mass production is expected to begin in 2026 to support customer growth on next-generation AI platforms.

On June 12, 2025, at VivaTech in Paris, Nvidia CEO Jensen Huang issued repeated warnings that tightening US restrictions on AI chip exports to China may backfire, accelerating the rise of Chinese tech giant Huawei and potentially undermining America’s leadership in the global AI ecosystem. Huang emphasized that cutting off access to advanced chips may force China to double down on domestic alternatives—and succeed.

Europe’s military-industrial supply chain is experiencing renewed momentum as US President Donald Trump’s hardline stance on NATO defense budgets continues to reshape spending priorities across the EU. Taiwanese manufacturer MilDef Crete, specializing in rugged industrial computers, has indicated that increased defense spending within the bloc, initially driven by policies from the Trump administration, has evolved into a long-term structural trend. This heightened military expenditure is anticipated to continue beyond the conclusion of the Russia-Ukraine conflict.